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iShares Global Utilities ETF
JXI

78 hedge funds and large institutions have $115M invested in iShares Global Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,559% more call options, than puts

Call options by funds: $622K | Put options by funds: $17K

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

45% more capital invested

Capital invested by funds: $79.6M → $115M (+$35.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

4.83% more ownership

Funds ownership: 31.78% → 36.6% (+4.8%)

0% more funds holding

Funds holding: 78 → 78 (0)

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
15
Closed
10
Calls
$622K
Puts
$17K
Net Calls
+$605K
Net Calls Change
+$605K

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$11.4M
2
Ameriprise
Ameriprise
Minnesota
+$7.08M
3
NAM
NTV Asset Management
West Virginia
+$3.18M
4
KAS
Kestra Advisory Services
Texas
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.73M

Top Sellers

1
GP
Guardian Partners
Canada
-$4.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
4
HF
HRT Financial
New York
-$918K
5
Bank of America
Bank of America
North Carolina
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$755K +$3.94K +47 +0.5%
LAM
27
LOM Asset Management
$729K +$18.2K +217 +3%
NWM
28
Nova Wealth Management
Florida
$709K +$288K +3,437 +72%
SPIA
29
Steward Partners Investment Advisory
New York
$693K +$12.5K +149 +2%
BPA
30
Beacon Pointe Advisors
California
$685K -$60.7K -724 -8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$668K +$62.1K +740 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$651K -$151K -1,805 -19%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$595K +$115K +1,376 +24%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$503K +$2.52K +30 +0.5%
GI
35
GLOBALT Investments
Georgia
$494K -$2.68K -32 -0.6%
ES
36
Eagle Strategies
New York
$464K +$10.7K +128 +2%
MG
37
Mather Group
Illinois
$440K +$428K +5,098 New
SI
38
Sava Infond
Slovenia
$397K +$319K +3,800 +475%
SWA
39
Sightline Wealth Advisors
Connecticut
$349K -$53.8K -642 -14%
ASN
40
Advisory Services Network
Georgia
$342K -$18.9K -225 -5%
Creative Planning
41
Creative Planning
Kansas
$323K – – –
Truist Financial
42
Truist Financial
North Carolina
$313K -$168 -2 -0.1%
IC
43
IEQ Capital
California
$224K – – –
GIA
44
Gladstone Institutional Advisory
Florida
$224K +$218K +2,599 New
Bessemer Group
45
Bessemer Group
New Jersey
$219K -$32.3K -385 -13%
MAMG
46
Milestone Asset Management Group
Connecticut
$211K -$15.8K -188 -7%
SS
47
SBI Securities
Japan
$204K +$18.9K +225 +10%
SIS
48
Strategic Investment Solutions
Illinois
$204K – – –
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$155K +$151K +1,800 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$155K – – –
1
2
3 4

JXI Hedge Fund Activity: Q1 2026 in Review

78 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2026, worth a combined $115M — up 45% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JXI positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $11.4M. The largest seller was Guardian Partners, exiting entirely with an estimated $4.1M sold.

  • 78 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $115M of iShares Global Utilities ETF stock for Q1 2026, up 45% quarter-over-quarter.
  • 11 funds opened new iShares Global Utilities ETF positions in Q1 2026 and 10 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q1 2026 was Federation des caisses Desjardins du Quebec, an estimated $11.4M added.
  • The largest iShares Global Utilities ETF seller in Q1 2026 was Guardian Partners, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2026.